A new chapter begins

Our recent webinar explored the key macro and market themes shaping the outlook for the next quarter, including our forecasts on growth, inflation, policy, and latest market views.

Led by Rupert Watson, Global Head of Economics and Dynamic Asset Allocation, and Julius Bendikas, European Head of Economics & Dynamic Asset Allocation, this webinar provided an insight into their expert perspectives on the global economy and identified market action points for investors.

They were joined by Olaolu Aganga, US Chief Investment Officer, who discussed what is top of mind for investors across the region.

We assessed the near-term outlook and considered the core themes running through markets right now:

  • Growth
  • Inflation
  • Policy
  • Markets
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